At Cherry Tree Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Kalamazoo, MI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Cherry Tree Financial - Ameriprise Financial Services, LLC
Frequently Asked Questions About Cherry Tree Financial - Ameriprise Financial Services, LLC
What services does Cherry Tree Financial offer?
Cherry Tree Financial specializes in retirement planning strategies, investment management, and family finances to help clients in the Kalamazoo, MI area achieve their financial goals.
What are the business hours of Cherry Tree Financial?
Cherry Tree Financial is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. The office is closed on Saturdays and Sundays.
Where is Cherry Tree Financial located?
Cherry Tree Financial is located at 433 E Michigan Ave, Kalamazoo, MI 49007, United States.
Can I book an appointment online with Cherry Tree Financial?
Yes, Cherry Tree Financial offers online appointments. You can contact them through their website for scheduling.
Does Cherry Tree Financial provide onsite services?
Yes, Cherry Tree Financial offers onsite financial advisory services to their clients.
How can I contact Cherry Tree Financial via email or phone?
You can reach Cherry Tree Financial by email at robert.b.kerschbaum@ampf.com or by phone at +1 269-216-7070.
Are there any banks near Cherry Tree Financial for convenient banking?
Yes, Chemical Bank and Mercantile Bank are nearby financial institutions which can be useful if you need banking services before or after your visit.
What nearby legal or consulting services can clients access around Cherry Tree Financial?
Nearby legal services include Varnum LLP for business law and DeMent and Marquardt for wills, trusts, and probate law. BDO provides accounting and business consulting services nearby.
Are there nearby dining options where clients can relax after their appointment?
Yes, clients can enjoy meals or drinks at nearby spots such as Kalamazoo Beer Exchange, Shakespeare's Pub, Sushiya, and Water Street Coffee Joint.
Where can I find more information or verify the credentials of Cherry Tree Financial advisors?
More information and advisor credentials can be verified at FINRA's BrokerCheck website linked through Cherry Tree Financial's featured message.